3883CACalifornia$1,300,000availablePoe Group Advisors

This is a boutique CPA firm with two partners. They are dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs, focusing on accounting, bookkeeping, tax and proactive tax planning. There are no audits or reviews. There are very loyal clients from various industries. They are willing to pay good fees and are grateful for quality service and advice. This firm has very high service and quality standards.
The staff is conscientious, organized and hardworking. They are very independent and work with minimal supervision. Staff is able to work remotely or in person. Each client has one staff person as a primary point of contact. The office is mostly paperless and has excellent technology with good systems and processes to manage workflow and client projects.
Customer leads are brought in through quality referrals from other professionals and existing clients. The firm enjoys a reputation for being innovative, responsive, and for providing great service.
The practice has been built on a very solid foundation with good people and needs a purchaser who is capable of taking it to the next level. This practice would make a great entry into this metropolitan area, but the Practice could be run from any location. Office is available to lease or a buyer could run the practice from anywhere. Staff is able to work remotely or in person.
Ideal Buyer
The ideal buyer will be a CPA with quality public accounting experience. Buyer will need good interpersonal skills and the ability to demonstrate integrity in the quality of their work and communications with clients.

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